{
  "report_rows": [
    {
      "kpi": "Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.70 vs. cons $1.67",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated operating revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.25B vs. cons $3.23B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Intermodal operating income",
      "prediction": "BEAT",
      "answer": "pred ~$121M vs. cons $118M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "2H26 Intermodal ex-fuel revenue-per-load outlook / pricing commentary",
      "prediction": "LOWER",
      "answer": "guide ~+1.0% vs. cons +2.5% (2H26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$700M vs. cons $700M (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Dedicated net truck sales",
      "prediction": "UNCHANGED",
      "answer": "guide ~900 trucks vs. cons 900 trucks (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest EPS/Intermodal-OI beat is likely outweighed by guide ~+1.0% versus cons +2.5% for second-half Intermodal ex-fuel pricing; that implies lower out-period margin conversion and estimate cuts after the call.",
  "day5_confidence": "MEDIUM"
}